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Access People Analytics Premium - Dashboard guidebooks

Overview of a dashboard.

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Written by Joshua Shooter
Updated over 2 months ago

The analyses in the topics of the guidebooks, are designed to answer complex business questions by telling viewers a story with data visualisations.

A typical analysis is made up of business questions represented by headers, charts, text, and links to other analyses.

The table below outlines the key functionality available within an analysis dashboard.

Item

Icon

Description

Collapsed View

Used to present the key themes or heading of an analysis.

Present analysis

You can present your analysis to stakeholders within the application. Your analysis is converted into a slideshow. Each individual slide corresponds to a Header (business question) and a row in the analysis layout. The charts are interactive, so hover over data points to get more information on chart items and metric values. You can also conduct ad hoc analysis by clicking a chart. This allows you to answer any questions that may come up during your presentation.

Download

Allows you to export the analysis as a PDF or PPT file.

Share

Allows you to share an analysis within your organisation.

Schedule email delivery

Deliver analyses straight to an individual's inbox. Add a schedule name, select a delivery frequency, add subject line, message and select recipients.

More Items

Copy to Analyses - This copies the analysis to the Analyses area.

Delete - This delete an analysis from the Analyses list

Set as Home - This will set the dashboard as your home dashboard in Home area.

Capture

Add the analysis to the Captures area. This can be used to create a bespoke analysis in Analyses.


Analysis Context

The Analysis Context allows you to filter your guidebook content to the different populations that you’re interested in. You can change the time picker, or you can apply any of the filters you have available based on your security.

To add a filter, follow the below steps.

  1. On the Analysis Context toolbar, click Add a Filter.

  2. Select one of the suggested attributes, or click See all filters to open the Filter picker in full screen.

  3. Select one either an attribute from the suggested list, a key group or a category from the Categories column.

  4. Then, select the attribute values you want to include or exclude.

  5. Click Apply.

📌Note: To add more filters, repeat steps 1 to 3.

To explore an analysis, select a chart to open and further analyse the data.



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